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Associate Wealth Manager Jobs in Harrison, NJ (NOW HIRING)

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Serve as primary advisor and relationship manager on key client relationships providing wealth ... Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Ci

Associate Wealth Advisor

Garden City, NY · On-site

$97K - $127K/yr

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth ... Relationship/Practice Management * Detail-oriented with excellent analytical and organization ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for associate wealth manager in Harrison, NJ is $26.62, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $31.20 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What cities near Harrison, NJ are hiring for Associate Wealth Manager jobs?

Cities near Harrison, NJ with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Harrison, NJ as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $55,367 per year, or $26.6 per hour.

Associate, Wealth Management

Valley Bank

Manhattan, NY • On-site

Full-time

Posted 18 days ago

Valley Bank rating

7.3

Company rating: 7.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

111th of 171 rated banks

Job description

The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development and growth of business through engaging and utilizing the full capabilities of the firm. The role is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner and additionally responsible for managing the processes associated with client onboarding, maintenance, securities transactions, and inquiries.
Responsibilities include but are not limited to:
  • Lead and manage the client onboarding process and coordinate the process flow by partnering with internal business units.
  • Use independent judgement and discretion while supporting client needs. Acts as the first point of escalation for problem resolution and proactively reaches out to clients to resolve reporting metrics issues to ensure a personalized client experience.
  • Proactively identify potential opportunities for existing customers, including identifying clients who are potential candidates for specific products and services. Independently reach out to internal referrals to identify opportunities.
  • Regularly perform analysis on client investment accounts to prepare client portfolio reviews and other materials for client meetings. Assist in developing sales plans for each client based on analysis of cash reports, upcoming maturity reports and other metrics to help grow business.
  • Accompanies wealth sales professional on client calls as subject matter expert and primary client contact to provide information regarding service, operations, products, and technology platforms.

Other Responsibilities:
  • Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
  • All other duties as assigned.

Required Skills:
  • Strong understanding of Bank's policies, procedures and capabilities through comprehensive knowledge of all Valley Wealth Management products.
  • Build and maintain positive and productive working relationships within Valley Bank in order to resolve any potential client issues and problems efficiently.
  • Strong written and verbal communication skills to communicate effectively with clients and staff across all levels of organization.
  • Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
  • Strong work ethic with pride in ownership of taking assigned tasks to completion.
  • Detail oriented with proven organizational skills.
  • Complex problem resolution skills with the ability to draw the correct conclusions.
  • Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
  • Perform effectively, efficiently, and professionally within a team, with business partners, colleagues, and all levels of staff and management.
  • Strong knowledge of investment securities and market trends.
  • Working knowledge of SalesForce, IBS and Pershing preferred.

Required Experience:
  • Bachelor's degree in related field and a min. of 1 year proven wealth management or client service experience.
  • Ability to obtain Series 7 and 66 licenses within a specified period of time.
  • Series 7 and 66 licenses preferred.

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